# Westchester Modular Homes, INC. 401(k) Plan
Source: https://planprovider.pro/companies/westchester-modular-homes-inc-401k-plan

> Westchester Modular Homes, INC.'s 401(k) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Westchester Modular Homes, INC.

- **Sponsor EIN:** 061162854

- **Sponsor Address:** 30 REAGANS MILLS RD, WINGDALE, NY, 12594

- **Plan Type:** 401(k)

- **Total Participants:** 144

- **Total Assets:** $20.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|144|$20.1M|$352,427|$578,688|

| 2023|153|$17.3M|$381,830|$613,352|

| 2022|141|$13.8M|$349,094|$552,823|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EFPR GROUP, CPAS, PLLC|Auditor|$5,900|—|$5,900|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EFPR GROUP, CPAS, PLLC](https://planprovider.pro/provider/efpr-group-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,900

- **Estimated Expense Ratio:** 0.029% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$5,160|$328|—|$5,900|—|

| 2023|$3,068|$104|—|$2,500|—|

| 2022|$10,424|—|—|—|—|

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